AB
AB

Asif Bhally

22 Years of Experience
Washington, DC
Broker

Asif Bhally is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
March 2009 - October 2023 · 14 yrs 7 mos
RBC Capital Markets, LLCBroker
March 2009 - October 2023 · 14 yrs 7 mos
Ferris, Baker Watts, LLC
August 2007 - March 2009 · 1 yr 7 mos
Ferris, Baker Watts, LLCBroker
March 2003 - March 2009 · 6 yrs
State Registrations25 states
AZCACODCDEFLGALAMAMDMIMNMONCNJNMNVNYOKPARISCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.